rainman's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/169883/comments http://seekingalpha.com/article/83971-3-reasons-for-the-continuing-dollar-rally?source=feed#comment-200010 200010 Hawkish comments = lip services amid hopeless situation
2. Euro: No Bias Equals No Action
No Bias = they do better upon inflation
3. G8: The Only Risk is to the Upside
G8 = the great 8 old capitalism hopeless]]> Mon, 07 Jul 2008 14:07:19 -0400 Hawkish comments = lip services amid hopeless situation
2. Euro: No Bias Equals No Action
No Bias = they do better upon inflation
3. G8: The Only Risk is to the Upside
G8 = the great 8 old capitalism hopeless]]> http://seekingalpha.com/article/82874-china-inflation-or-stagnation?source=feed#comment-193878 193878 Fri, 27 Jun 2008 02:55:14 -0400 http://seekingalpha.com/article/81732-trade-and-environment-likely-to-top-us-china-strategic-economic-dialogue?source=feed#comment-187484 187484
Not sure about pure Hong Kong Plays, since the direct flight would bypass the place.

Not sure if there is a tipping point for China's domestic demand after the earth quake, but sure that China is still on the up trend mode ]]> Wed, 18 Jun 2008 04:30:29 -0400
Not sure about pure Hong Kong Plays, since the direct flight would bypass the place.

Not sure if there is a tipping point for China's domestic demand after the earth quake, but sure that China is still on the up trend mode ]]> http://seekingalpha.com/article/81253-will-the-world-s-central-banks-successfully-fight-inflation?source=feed#comment-185014 185014 Fri, 13 Jun 2008 11:45:23 -0400 http://seekingalpha.com/article/80495-in-china-administrative-measures-trump-market-measures-for-now?source=feed#comment-181398 181398 China, like Canada, has the housing bubble burst ahead and that is why they dare not hike the rate, or their banking system wold suffer.

Catch 22 by following a catch-22 empire.

Learn ECB or Bank of Australia, at least they don't have conflict goals, and read Fischer Black's Legacy on CAPM, short SNP.]]> Sun, 08 Jun 2008 14:23:56 -0400 China, like Canada, has the housing bubble burst ahead and that is why they dare not hike the rate, or their banking system wold suffer.

Catch 22 by following a catch-22 empire.

Learn ECB or Bank of Australia, at least they don't have conflict goals, and read Fischer Black's Legacy on CAPM, short SNP.]]> http://seekingalpha.com/article/80453-will-google-facebook-and-apple-own-the-web?source=feed#comment-181395 181395 Sun, 08 Jun 2008 14:19:34 -0400 http://seekingalpha.com/article/80535-black-gold-or-yellow-gold?source=feed#comment-181390 181390 Hold some double short SNP too, it is called hedging.
Good article.]]> Sun, 08 Jun 2008 14:08:39 -0400 Hold some double short SNP too, it is called hedging.
Good article.]]> http://seekingalpha.com/article/80449-how-do-oil-prices-compare-in-other-currencies?source=feed#comment-181107 181107 Sun, 08 Jun 2008 02:18:13 -0400 http://seekingalpha.com/article/80450-is-this-a-recession-and-should-we-care?source=feed#comment-181103 181103
When CPI shew the funny low rate, no one cares to talk about that data model cheats on food and housing, but when the jobless data was out, immediately the Invisible Gang say it was because of the teens.

I missed Fischer Black, wonder what he would comment if he were still alive...

Rick of CNBC is my hero.]]> Sun, 08 Jun 2008 02:09:58 -0400
When CPI shew the funny low rate, no one cares to talk about that data model cheats on food and housing, but when the jobless data was out, immediately the Invisible Gang say it was because of the teens.

I missed Fischer Black, wonder what he would comment if he were still alive...

Rick of CNBC is my hero.]]> http://seekingalpha.com/article/80447-when-genius-failed-then-and-now?source=feed#comment-181102 181102 Read Fischer Legacy...]]> Sun, 08 Jun 2008 02:01:43 -0400 Read Fischer Legacy...]]> http://seekingalpha.com/article/80447-when-genius-failed-then-and-now?source=feed#comment-181101 181101 Sun, 08 Jun 2008 02:00:45 -0400 http://seekingalpha.com/article/80438-preparing-for-the-fall?source=feed#comment-180708 180708
I did not say that...
]]> Fri, 06 Jun 2008 22:29:35 -0400
I did not say that...
]]> http://seekingalpha.com/article/80438-preparing-for-the-fall?source=feed#comment-180706 180706 What a farce, ECB at least has a clear focus. Life is simple, who complicated it?]]> Fri, 06 Jun 2008 22:27:16 -0400 What a farce, ECB at least has a clear focus. Life is simple, who complicated it?]]> http://seekingalpha.com/article/80438-preparing-for-the-fall?source=feed#comment-180704 180704 Fri, 06 Jun 2008 22:25:29 -0400 http://seekingalpha.com/article/80438-preparing-for-the-fall?source=feed#comment-180703 180703
Fast/Mad money are just noises.

Read Fischer Black.]]> Fri, 06 Jun 2008 22:23:44 -0400
Fast/Mad money are just noises.

Read Fischer Black.]]> http://seekingalpha.com/article/80144-bullish-on-china-after-my-recent-visit?source=feed#comment-179772 179772 Thu, 05 Jun 2008 12:57:34 -0400 http://seekingalpha.com/article/79094-chinese-lessons?source=feed#comment-179116 179116 Wed, 04 Jun 2008 10:58:45 -0400 http://seekingalpha.com/article/79939-u-s-dollar-marathon-update?source=feed#comment-178934 178934
that is why oil is 123 dollars, oil becomes a hard currency and the buying media is not trusted.

pause on the rate cutting may cause more credit crunch, that is exactly the Fed Catch-22.]]> Wed, 04 Jun 2008 04:57:13 -0400
that is why oil is 123 dollars, oil becomes a hard currency and the buying media is not trusted.

pause on the rate cutting may cause more credit crunch, that is exactly the Fed Catch-22.]]> http://seekingalpha.com/article/79642-china-s-csrc-pressures-funds-to-stop-selling?source=feed#comment-177693 177693 Sun, 01 Jun 2008 22:19:41 -0400 http://seekingalpha.com/article/79522-is-oil-a-bubble-part-two?source=feed#comment-177384 177384
Oil is the only hard currency! ]]> Sat, 31 May 2008 17:55:27 -0400
Oil is the only hard currency! ]]> http://seekingalpha.com/article/79511-china-s-inflation-not-peaking-yet?source=feed#comment-177266 177266 It is a lot of fun to treat finance as a life long sub-carrer, but never take it too seriously for a job, or a 'noise trader." Contary to "cheaper, quicker and better" often you have to wait longer, for any value play even it is more expensive to reap better gain.

Recession plus inflation would hit US as it was to Janpan for a very long time in order. Does US have 15 years patience? While there will be sometime, somehow a turning point for China to start off her own deomestic demand, forget India.]]> Sat, 31 May 2008 11:50:55 -0400 It is a lot of fun to treat finance as a life long sub-carrer, but never take it too seriously for a job, or a 'noise trader." Contary to "cheaper, quicker and better" often you have to wait longer, for any value play even it is more expensive to reap better gain.

Recession plus inflation would hit US as it was to Janpan for a very long time in order. Does US have 15 years patience? While there will be sometime, somehow a turning point for China to start off her own deomestic demand, forget India.]]> http://seekingalpha.com/article/79511-china-s-inflation-not-peaking-yet?source=feed#comment-177264 177264
Funny enough, China's CPI would is more creditble than that of US.
Wait till Shanghai index falls below 2600.]]> Sat, 31 May 2008 11:47:24 -0400
Funny enough, China's CPI would is more creditble than that of US.
Wait till Shanghai index falls below 2600.]]> http://seekingalpha.com/article/78680-complex-simplicity-a-better-portfolio-of-etfs?source=feed#comment-173102 173102 Sat, 24 May 2008 05:29:19 -0400 http://seekingalpha.com/article/78680-complex-simplicity-a-better-portfolio-of-etfs?source=feed#comment-173101 173101 a FXI, FXP mixed to bet on China domestic demand to be triggered after the earth quake with a few individual picks such as CEO, and CHA.]]> Sat, 24 May 2008 05:28:30 -0400 a FXI, FXP mixed to bet on China domestic demand to be triggered after the earth quake with a few individual picks such as CEO, and CHA.]]> http://seekingalpha.com/article/78660-the-white-elephant-that-could-destroy-your-portfolio-part-i?source=feed#comment-173100 173100 The real crisis may be ahead when:
1. the housing crisis spread into the credit card area as the inflation worsen.
2. Most Oil countries refuses dollar. ]]> Sat, 24 May 2008 05:23:11 -0400 The real crisis may be ahead when:
1. the housing crisis spread into the credit card area as the inflation worsen.
2. Most Oil countries refuses dollar. ]]> http://seekingalpha.com/article/78616-is-oil-a-bubble-part-one?source=feed#comment-172983 172983 in fact, people are forced to leverage oil as the better than gold substitute to the failing dollars. What are you going to do with it, AG had printed too many dollars and Mr.B keeps doing it till now.

America needs to pay off the war expenses and they do not produce nothing concrete to stand back at their dollars.

as simple as that.]]> Fri, 23 May 2008 20:07:25 -0400 in fact, people are forced to leverage oil as the better than gold substitute to the failing dollars. What are you going to do with it, AG had printed too many dollars and Mr.B keeps doing it till now.

America needs to pay off the war expenses and they do not produce nothing concrete to stand back at their dollars.

as simple as that.]]> http://seekingalpha.com/article/78477-dollar-s-fall-could-be-limited-as-fed-signals-rate-pause?source=feed#comment-172236 172236
The best approach is carrying your trade by bypassing the dollars, such as the Lonnie vs. Australian dollars.]]> Thu, 22 May 2008 20:00:21 -0400
The best approach is carrying your trade by bypassing the dollars, such as the Lonnie vs. Australian dollars.]]> http://seekingalpha.com/article/78477-dollar-s-fall-could-be-limited-as-fed-signals-rate-pause?source=feed#comment-172235 172235
In the past years, thanks to A.G, this currency had been printed like free, and many of them are stored in the China's foreign reserve system.]]> Thu, 22 May 2008 19:58:20 -0400
In the past years, thanks to A.G, this currency had been printed like free, and many of them are stored in the China's foreign reserve system.]]> http://seekingalpha.com/article/78131-hong-kong-indexes-and-etfs-should-rise-further?source=feed#comment-171253 171253 Wed, 21 May 2008 16:08:27 -0400 http://seekingalpha.com/article/78131-hong-kong-indexes-and-etfs-should-rise-further?source=feed#comment-170728 170728
The mainland China businesses is in trouble due to the earth quake and hyped inflation (CPI 8.5)

Before the recovery, we will see big loss over HK play, check FXP today!]]> Tue, 20 May 2008 17:21:57 -0400
The mainland China businesses is in trouble due to the earth quake and hyped inflation (CPI 8.5)

Before the recovery, we will see big loss over HK play, check FXP today!]]>